JST INVESTMENT CONSULTING
Firm details
- Headquarters
- SEAL BEACH, California
- CRD number
- 158687
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI65.23%
- Individuals34.77%
- Services
- Financial PlanningPortfolio Management for IndividualsEducational Seminars / Workshops
Firm profile
FINTRXOverview
JST Investment Consulting is an independent, owner-operated registered investment adviser serving individuals and families. The firm runs a mainly advisory practice that emphasizes equity exposure and tailored financial planning. Its business model mixes fee structures—percentage of assets under management, hourly fees and fixed fees—and its service set covers financial planning, portfolio management for individuals and small businesses, and educational workshops. Investment activity centers on liquid, exchange-traded instruments with a clear tilt toward equities. The firm does not operate as a capital allocator or pension consultant and is not positioned as an active ESG investor. Strategy execution appears to be primarily non-discretionary, which signals a client-by-client, approval-driven approach to trades and portfolio changes.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities85%
- Investment Grade Corp Bonds10%
- Cash & Cash Equivalents5%
Contacts
1 of 1JEFFREY TILSON
Fiduciary Investment Advisor RepresentativeCRD 4504995
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
SEAL BEACH, CA
ORANGE
Location
SEAL BEACH, CA
Headquartered in SEAL BEACH, CA, anchoring the Los Angeles-Long Beach, CA metro in the West.
- Metro area
- Los Angeles-Long Beach, CA
- Region
- West
- County
- ORANGE
- Address
- 3020 Old Ranch Pkwy
- Time zone
- PT (UTC-8)
- Office locations
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